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Wellington Shields & Co’s Apollo Global Management APO Stock Holding History

Wellington Shields & Co’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.25M Sell
18,989
-231
-1% -$29K 0.5% 46
2026
Q1 		$2.14M Sell
19,220
-1,456
-7% -$180K 0.55% 46
2025
Q4 		$2.99M Buy
20,676
+1,968
+11% +$261K 0.74% 32
2025
Q3 		$2.49M Buy
18,708
+297
+2% +$42K 0.65% 35
2025
Q2 		$2.61M Buy
18,411
+1,595
+9% +$212K 0.74% 30
2025
Q1 		$2.3M Buy
16,816
+1,210
+8% +$186K 0.72% 31
2024
Q4 		$2.58M Buy
15,606
+41
+0.3% +$6.5K 0.79% 26
2024
Q3 		$1.94M Buy
15,565
+731
+5% +$84.4K 0.59% 33
2024
Q2 		$1.75M Buy
14,834
+3,763
+34% +$427K 0.57% 36
2024
Q1 		$1.24M Buy
11,071
+1,514
+16% +$160K 0.42% 54
2023
Q4 		$891K Hold
9,557
– – 0.33% 72
2023
Q3 		$858K Hold
9,557
– – 0.21% 69
2023
Q2 		$734K Hold
9,557
– – 0.17% 87
2023
Q1 		$604K Hold
9,557
– – 0.14% 104
2022
Q4 		$610K Buy
9,557
+100
+1% +$5.94K 0.14% 100
2022
Q3 		$440K Sell
9,457
-100
-1% -$5.49K 0.19% 118
2022
Q2 		$463K Buy
9,557
+259
+3% +$14.1K 0.11% 111
2022
Q1 		$576K Buy
9,298
+2,594
+39% +$171K 0.19% 112
2021
Q4 		$486K Buy
6,704
+314
+5% +$22.7K 0.1% 128
2021
Q3 		$394K Sell
6,390
-240
-4% -$14.4K 0.14% 129
2021
Q2 		$412K Hold
6,630
– – 0.14% 124
2021
Q1 		$312K Buy
6,630
+155
+2% +$7.54K 0.11% 141
2020
Q4 		$317K Hold
6,475
– – 0.11% 132
2020
Q3 		$290K Buy
6,475
+700
+12% +$33.7K 0.12% 129
2020
Q2 		$288K Sell
5,775
-900
-13% -$39.5K 0.13% 129
2020
Q1 		$224K Buy
6,675
+400
+6% +$17.2K 0.12% 133
2019
Q4 		$299K Sell
6,275
-12,725
-67% -$543K 0.13% 135
2019
Q3 		$719K Buy
+19,000
New +$691K 1.11% 32

Other funds holding APO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Wellington Shields & Co's APO Position: Q2 2026 in Review

Wellington Shields & Co reduced its Apollo Global Management (APO) stake by 1.2% in Q2 2026, selling an estimated $29K and leaving 18,989 shares worth $2.25M. The position accounts for 0.5% of the portfolio, ranked #46.

Wellington Shields & Co first reported a position in APO in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.99M in Q4 2025. 1,181 funds tracked by Wall St. Rank hold APO as of Q2 2026.

  • Wellington Shields & Co held 18,989 shares of Apollo Global Management worth $2.25M as of Q2 2026.
  • Wellington Shields & Co sold 231 Apollo Global Management shares in Q2 2026, an estimated $29K.
  • Apollo Global Management made up 0.5% of Wellington Shields & Co's portfolio in Q2 2026, its #46 holding.
  • Wellington Shields & Co first reported a position in Apollo Global Management in Q3 2019 and has held it in 28 quarters since.
  • Wellington Shields & Co's Apollo Global Management position peaked at $2.99M in Q4 2025.
  • 1,181 funds tracked by Wall St. Rank held Apollo Global Management as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.